Robert Levine
Medina,OH
Summary
Experienced operations professional with strong analytical skills and strategic mindset. Proven ability to streamline processes, optimize resources, and enhance operational efficiency. Focused on team collaboration and adaptable to changing needs. Expert in data analysis, project management, and problem-solving for reliable and impactful performance.
Overview
12
12
years of professional experience
2011
2011
years of post-secondary education
Work History
Treasury Management Operations Analyst
Peoples Bank
Beachwood, OH
06.2023 - Current
- Assisted in projects to implement new treasury management products and services, including Remote Deposit Capture, ACH, Wire Transfer, Positive Pay, and other payment channel
- Processed all aspects of implementation and billing for Treasury Management solutions, ensuring accuracy and efficiency.
- Analyzed operational data to identify trends and inefficiencies, leading to actionable recommendations for process improvements.
- Utilized vendor ticketing systems to escalate issues and facilitate process improvements.
- Collaborated with cross-functional teams to streamline workflows and enhance service delivery, resulting in improved customer satisfaction.
Treasury Funds Transfer Analyst
PNC Bank
01.2023 - 06.2023
- Execute funds transfers of multiple types and varying complexity using multiple processing platforms
- Initiate a subset of manual transactions, resolve routine exceptions, and/or provides secondary approval of initiated/repaired transactions.
- Monitored live transactions within multiple processing applications, follows standard policies and procedures to address exceptions.
- Executed high-level financial reconciliation of processed transactions
Deposit Operations Funds Specialist I
Westfield Bank
Seville, Ohio
09.2022 - 12.2022
- Processed and reconciled high volume of daily transactions in a timely and accurate manner, ensuring compliance with internal policies and procedures as well as regulatory requirements
- Collaborated with internal teams to identify and resolve transaction discrepancies and exceptions, including researching and resolving complex issues
- Conducted daily reviews of transaction reports to identify errors, potential fraud, and other irregularities, and took appropriate action to mitigate risk and maintain the integrity of the deposit operations function
Deposit Operations Maintenance Clerk
Westfield Bank
Seville, Ohio
08.2020 - 09.2022
- Owned file accuracy, verifying incoming materials and obtaining missing information
- Interpreted financial information for senior executives and individuals without financial backgrounds, educating on core concerns and necessary corrective actions
- Accomplished financial objectives by collaborating effectively with internal team members and clients
Treasury Management Specialist I
Westfield Bank
Seville, Ohio
08.2019 - 08.2020
- Optimized investment portfolios and supported client objectives using expansive knowledge of industry solutions
- Analyzed data and developed reports to inform operational strategy and decision-making
- Bolstered client loyalty and satisfaction, building trusting rapport and ordering individualized service
Universal Banker II
Westfield Bank
Seville, Ohio
06.2015 - 08.2020
- Reduced in-person customer service requests by teaching customers how to fully utilize available banking tools and mobile applications
- Secured currency and coin with good control systems and day-to-day management
- Supported applicants throughout the process, including obtaining information for applications and assisting with forms
Bank Teller
JP Morgan Chase Bank
09.2013 - 06.2015
- Maintained and balanced cash drawers, reconciling discrepancies
- Delivered exceptional service with a friendly approach to retain and acquire customers
- Recommended beneficial products and services to customers, consistently exceeding daily goals
Education
Associate of Science - Sports and Exercise Science
Columbus State Community College
Columbus, OH01-2010
Skills
- Detail-oriented approach
- Effective leadership
- Expert in managing multiple tasks
- Skilled in Microsoft Office tools
- Operational efficiency enhancement
- Project coordination
- Data interpretation
- Time management
- Effective communication
- Cross-functional teamwork
Timeline
Treasury Management Operations Analyst
Peoples Bank
06.2023 - Current
Treasury Funds Transfer Analyst
PNC Bank
01.2023 - 06.2023
Deposit Operations Funds Specialist I
Westfield Bank
09.2022 - 12.2022
Deposit Operations Maintenance Clerk
Westfield Bank
08.2020 - 09.2022
Treasury Management Specialist I
Westfield Bank
08.2019 - 08.2020
Universal Banker II
Westfield Bank
06.2015 - 08.2020
Bank Teller
JP Morgan Chase Bank
09.2013 - 06.2015
Associate of Science - Sports and Exercise Science
Columbus State Community College
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